Back to funds

CARDIFF PARK ADVISORS, LLC

hedge fundUpdated 27 days ago

Managed by Cardiff Park Advisors, Llc • Latest filing Q2 2026

Portfolio value
$1.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
18.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$761M
Q2 2023$815.6M
Q3 2023$792.3M
Q4 2023$903.7M
Q1 2024$1.1B
Q2 2024$1B
Q3 2024$1.1B
Q4 2024$1.1B
Q1 2025$1B
Q2 2025$1.2B
Q3 2025$1.3B
Q4 2025$1.2B
Q1 2026$1.3B
Q2 2026$1.3B

Top holdings

354 positions as of Q2 2026

View filing
?
1.N/A

DIMENSIONAL ETF TRUST

Value
$166.9M
Shares
3.76M
% Port
12.95%
V

VANGUARD INDEX FDS

Value
$164.1M
Shares
443.6K
% Port
12.73%
M

META PLATFORMS INC

Value
$101.5M
Shares
180.2K
% Port
7.87%
D

DIMENSIONAL ETF TRUST

Value
$40.9M
Shares
1.11M
% Port
3.17%
V

VANGUARD TAX-MANAGED FDS

Value
$37M
Shares
519.3K
% Port
2.87%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

Value
$36.9M
Shares
49.4K
% Port
2.86%
?
7.N/A

DIMENSIONAL ETF TRUST

Value
$34.8M
Shares
632.1K
% Port
2.70%
A

APPLE INC

Value
$30.6M
Shares
105.8K
% Port
2.37%
?
9.N/A

AMERICAN CENTY ETF TR

Value
$29.5M
Shares
330.5K
% Port
2.29%
G

ALPHABET INC

Value
$29.4M
Shares
83.1K
% Port
2.28%
?
11.N/A

AMERICAN CENTY ETF TR

Value
$25.2M
Shares
196.5K
% Port
1.95%
?
12.N/A

DIMENSIONAL ETF TRUST

Value
$21.5M
Shares
308.0K
% Port
1.67%
V
13.VGES

VANGUARD STAR FDS

Value
$20.5M
Shares
239.5K
% Port
1.59%
?
14.N/A

DIMENSIONAL ETF TRUST

Value
$19.5M
Shares
238.5K
% Port
1.52%
?
15.N/A

DIMENSIONAL ETF TRUST

Value
$18.2M
Shares
448.0K
% Port
1.41%
?
16.N/A

DIMENSIONAL ETF TRUST

Value
$15.3M
Shares
410.2K
% Port
1.19%
?
17.N/A

AMERICAN CENTY ETF TR

Value
$15.2M
Shares
157.1K
% Port
1.18%
?
18.N/A

DIMENSIONAL ETF TRUST

Value
$15M
Shares
386.3K
% Port
1.16%
?
19.N/A

DIMENSIONAL ETF TRUST

Value
$14.8M
Shares
369.3K
% Port
1.15%
V
20.VGES

VANGUARD INDEX FDS

Value
$12.9M
Shares
150.1K
% Port
1.00%

Explore